September 2013 User Group Meeting
Agenda
• V2013 and 2014
• Tips and Tricks
• Trivia
• Ask the Experts
What’s New for Sage 100 ERP 2013?
Inactivate Vendors and Customers
Expanded A/P Invoice Number
Ability to View Cleared Checks in Vendor Maintenance
Post ACH Electronic Payments to Bank Rec in Detail
Paperless Office SMTP Encryption
Item Maintenance Main Tab Changes
Sage CRM Multi-Company Support
Inactivate Customers and Vendors
New “status” includes Active, Inactive, and Temporary
Add a Reason Code when inactivating
New Reason Code Maintenance to setup codes
Schema checking when setting to Inactive•Disallows if Customer/Vendor in certain tables
Cannot use Inactive in data entry
Optionally exclude from lookups
Security Event to allow cash receipts and payments
Expanded A/P Invoice Number
Ability to View Cleared Checks in Vendor Maintenance
Post ACH Electronic Payments to Bank Rec in Detail
Visual Process Flows• Lower the learning curve for key processes• introduced with the 2013 release
– Sales Order– Returns– Shipping– Inventory, Physical Count– Purchase Order– Accounts Receivable– Accounts Payable
Paperless Office SMTP Encryption
• No need to maintain dedicated Email server!
• Google mail, Yahoo, Hotmail, etc.• Chillkat 9.3.0 now installed• Company Maintenance E-mail tab
– Select SSL or TSL/STARTTLS
Item Maintenance Main Tab
A picture is worth a
thousand words!
Business Alerts
• Important News!• As of October 1, 2012 Sage will not longer
distribute Global Software’s products (Business Alerts)
• Sage and Global Software are working on a transition of customers, support and renewals
• Details will be communicated to partners and customers as soon as the details are finalized
Sage Exchange Vault• Secure, compliant storage
of sensitive credit card info
• Card numbers not stored within Sage 100 ERP
• Bank routing numbers and account numbers also stored for ACH (Sage 100 ERP Product Update will integrate with this)
New Integration Points• Take credit cards for Accounts Receivable Invoices
– Services companies without inventory can take payments within normal invoicing workflow
– When batch of invoices is updated, payments are captured
• Take credit cards for Recurring Invoices– Generate recurring invoices as you normally do
and have credit card associated with them– When invoice batch is updated, payments are
captured
Swipe when cards are present
More intuitive workflow to speed entry when processing credit cards in A/R Cash Receipts.
Print the amount of the credit card payment on the appropriate Sales Order Invoice to deliver confirmation to your customers.
Because every business and it’s transactions are unique, you can decide how much to pre-authorize on each transaction rather than always using the sales order amount.
More Credit Card Enhancements
Elimination of PC Charge
• As of December 31, 2012, PC Charge will no longer be supported for any version of Sage 100 ERP
• PC Charge WILL NOT WORK with Sage 100 ERP 2013 and subsequent versions of the software
• Sage Payment solutions merchant account will be needed
Sage 100 ERP eFiling and Reporting Enhancements
• Sage 100 ERP Tax Forms will be deprecated in tax year 2014– Compliance will be maintained through 2013 Tax
Year filings– TTU updates will still be available
• Sage 100 ERP eFiling and Reporting will attempt to Auto-Install when accessing the eFiling Applications for the first time
• Basic Sage 100 ERP eFiling and Reporting features are free for all Sage 100 ERP customers current on Maintenance.
Sage CRM• Map multiple ERP companies to single Sage CRM system• Web Client – Quick Orders• Tasks launched from Sage CRM do not use a Sage 100 ERP
license• Installations Updated to Maintain the Integrity of Customer
and Partner Customizations– Minimizes the number of changes that need to be re-
done after each upgrade– Still may require some re-work if customizations are
made to the same forms that Sage modifies• Sales Order Memos will now auto display• Full Support of Chrome, Firefox, Safari and Internet
Explorer
SAP® Crystal Reports 2011 For Sage
• Updated to latest version of SAP® Crystal Reports 2011 for Sage
• Updated the report engine run-time components utilizing a modern .NET architecture– All standard reports and forms saved with a 2011
backwards compatible format • Crystal Conversion Utility updated with the .NET
architecture and a new user interface• Allows Sage 100 ERP to stay current with SAP®
Crystal Reports new features and product updates
SAGE 100 ERP 2014 RELEASE
•
Improving the User Experience
UX - Flashlight lookup for invoices
UX - Auto complete
UX – Keep Window open
UX – Updated search defaults
Sage Intelligence enhancements
Payroll enhancements
Flashlight lookup for invoices
Sage 100 ERP 22
Flashlight lookup added to AP Invoice Data Entry and AP/AR Repetitive Invoice Entry
Auto Complete
Sage 100 ERP 23
For Customers, Vendors and Inventory Items
Defaults customized by user for each entity
Payroll Enhancements
W2 filing – ability to select up to 16 different Box 12 codes
Federal e-Filing & Reporting – changed display of Form IDs & Form Description
Add mapping of Earnings & Deductions Codes for Puerto Rico reporting
AP and PR tax reporting via eFiling and Reporting only
Tips and Tricks
Save Report Settings
Find a Line
Access Related Tasks
Copy a Quote/Order from Invoice History
Docking and Undocking Task Bar
Brain Teaser
Johnny’s mother had three children. The first child was named April. The second child was named May. What was the third child’s name?
JOHNNY
Name that Phobia
Arachibutyrophobia is the fear of…
Asymmetrical thingsLong wordsPeanut butter sticking to the roof of
your mouth
Brain Teaser
A clerk at a butcher shop stands five feet ten inches tall and wears size 13 sneakers. What does he weigh?
Meat
Sage Promotions
Discounts available for Sage Payroll, Sage HRMS, Sage CRM, Sage Fixed Assets
Talk to your Account Manager if you are interested in learning more.
Next User Group Meeting
Second week in December
Year End Procedures
Tips and TricksWe welcome suggestions for 2014 topics!
Questions?